Reviewing and Updating the Budget Settings

Objective

After completing this lesson, you will be able to manage the Budget Settings.

Introduction

Reviewing and updating budget settings in SAP Concur's Budget configuration is a required step in building the configuration.

How to Review and Update the Budget Settings

Follow these steps to review and update budget settings. We'll walk you through each part of the process, complete with detailed instructions and screenshots to help you along the way.

Once you complete these steps, a demo video is available to reinforce what you've learned and provide a quick recap.

Steps

  1. Once you log in to the Budget Configuration page, select the Budget Settings tab. The Budget Settings page appears.

    The image shows the Budget Configuration section in SAP Concur's Expense Admin. Budget Settings tab is highlighted in yellow. More tabs are listed such as Budget Items, Fiscal Calendar, Budget Categories, and Budget Tracking Fields. A search box and a year set for 2024 is visible.

  2. Review all the settings and make appropriate changes based on your company's needs.

    The image shows a screenshot for a Budget Configuration page under Budget Settings. Alert Limit Percentage is 80, Control Limit Percent is 100. Options for sending notifications, enabling budget capture for requests, expenses, purchase requests, and invoices are checked. Save and Cancel buttons are present.

  3. Select Save to apply these changes.

    The image shows a Budget Configuration page focused on Budget Settings. It includes settings like Alert Limit Percent at 80, Control Limit Percent at 100, checkbox options for sending notifications and enabling budget capture for requests, expenses, purchase requests, and invoices. A dropdown is set to Show unsubmitted Expense Balance. Save (highlighted in yellow) and cancel buttons are present.

Result

How to Review Changes Made to the Budget Settings

Follow these steps to review the changes made to the budget settings. We'll walk you through each part of the process, complete with detailed instructions and screenshots to help you along the way.

Steps

  1. In the Budget Items tab, select More.

    The image shows a screenshot of the Budget Configuration page. The Budget Item tab and More button are highlighted in yellow.

  2. Select Change Logs from the More dropdown menu.

    The image shows a screenshot of the Budget Configuration page. Under the More dropdown menu the Change Logs option is highlighted in yellow.

  3. Select Settings from the Config Type dropdown menu.

    The image shows a screenshot of the Change Logs section. The section includes a dropdown menu labeled Config Type with options Budgets and Settings, with Settings highlighted in yellow.

  4. Enter the Start Date and End Date.

    The image shows a screenshot of the Change Logs interface. The Config Type is set to Settings using a dropdown menu. Below this are labeled fields for Start Date and End Date, both highlighted in yellow.

  5. Choose Search Logs.

    The image shows a screenshot of the Change Logs interface. The Config Type is set to Settings using a dropdown menu. Below this are labeled fields for Start Date and End Date. At the bottom of the section are two buttons, Clear Search and Search Logs (highlighted in yellow).

  6. Review the results.

    The image shows a screenshot of a Change Logs (left) and Results (right) interfaces. The Results section displays several records, listing log entries organized by columns: Date and Time, Modified by, Setting Description, and Action.

References

TitleLink
Budget Admin Guide - Manage Budget SettingsBudget Admin Guide - Manage Budget Settings
Budget Admin Guide - View Change LogsBudget Admin Guide - View Change Logs

Summary

  • Review and update budget settings on the Budget Settings tab to match company requirements.
  • Set alert and control limits, enable notifications, and configure budget adjustments for owners.
  • Include unsubmitted expenses in pending amounts using specific settings.
  • Save all changes after updating budget settings.
  • Use the Change Logs feature to track and review changes made to budget settings.

Learning

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